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Lose Income, Gain Business

Dirks is a senior compliance analyst for absence management with Standard Insurance Company and a Family and Medical Leave Act thought leader. His latest white paper, Best Practices for Administering Intermittent Leaves in the Workplace, is available at workplacepossibilities.com.

60 Schools for Financial Planning

Jenkins, M.D., J.D., possesses an extensive background in health policy and management and has served as chief executive of a public health company. Having focused on technological innovation in healthcare that improves patient outcomes, Dr. Jenkins naturally gravitates towards the simple, transparent solution that PCD has developed for employers and their employees.

Tax Moves Your Clients Should Make Now

A Roth conversion can help IRA-holding clients predict, even reduce, future tax rates. But it’s not always a cut-and-dried decision.

Advise your clients to “auto-pilot” their retirement savings for needs in their golden years; plus thinking your clients are spending less after retirement, think again.